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xMatix Platform · Automation

Rules the whole system obeys. Workflows that survive the week.

Business rules enforced server-side on every channel — forms, APIs, imports, integrations, mobile sync — plus approvals, scheduled jobs and long-running workflows.

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Approvals consoleIn queue 9Waiting > 2 days 3
DOCUMENTTYPEREQUESTED BYWAITING
PO-4821 · Amber BeveragesPurchase OrderR. Haddad2d 4h
ADJ-0917 · Damage write-offStock AdjustmentS. Kulkarni6h
PO-4833 · Packaging filmPurchase OrderA. Menon3h
PO-4821 · Amber Beverages · 420,000STEP 2 OF 3
Branch head2Finance3Director
Approve selectedReject with reason
THE MECHANISM

One rule, every door.

Declared once. The server enforces it on every channel — not just UI sugar.

FIVE WRITE PATHS
Web formENFORCED
REST APIENFORCED
Bulk importENFORCED
Integration flowENFORCED
Mobile syncENFORCED
BUSINESS RULE · CREDIT GUARD
IF credit_used > credit_limit
→ block save · show message
order: 3 of 5 · stop on false
server-side · every channel
Order · PO-4821 — Apex Mart
lines 420,000 · credit used 96%
state: consistent on every channel
✕ WRITE REJECTED
"Customer credit over limit. Order needs finance approval."
a readable message, not a stack trace
HOW IT WORKS
DeclareEnforceApproveScheduleObserve
01 · IN DEPTH

Declared once. Enforced everywhere.

BUSINESS RULES
Not UI sugar. Law.
Block a save, set a value, require a field, enforce uniqueness — declared once, enforced on the server for every write path. A dry-run tester shows what a rule will do to a live record before you turn it on.
APPROVALS
Multi-step, delegated, auditable
Approval processes on any entity — purchase orders and stock adjustments ship pre-wired — with an approvals console and bulk actions for the people who clear the queue.
JOBS & WORKFLOWS
Work that runs while you don’t
Scheduled jobs with a friendly cron builder and a run ledger; deduplication with compare-and-merge; macros; and long-running, resumable workflows for orchestration that spans days.
THE APPROVER’S DAY

Every approval waiting on you, in one place.

Review the record, see the route and who decided before you, then decide — individually or in bulk, across expenses, procurement, credit, claims, and any custom process.

Approvals inbox14 waiting · you are the current approver
EXPENSETravel report · 18,400Sara K.
PROCUREMENTPO-2231 · Steel bracketsStores
CREDITLimit increase · Northline TradersSales
CLAIMSBatch CB-118 · 42 linesMeridian
EXPENSE · EXP-20418
Travel report · 18,400
Submitted — Sara K. · Tue 09:12
Approved — R. Haddad, Manager · Tue 11:40
Finance review — you
ApproveSend back
12 routine approvals selectedApprove all 12
FOR THE EVALUATORS

For the people who own the rules.

The details an RFP answer needs — all verifiable in a demo.

RULE ACTIONS
Block save, set value, set required, enforce unique, show message — with ordered execution and stop-on-false.
DRY-RUN PREVIEW
Test a rule against a live record before it activates. See exactly what would happen — then switch it on.
APPROVAL PROCESSES
Multi-step approvals with an approvals console and bulk actions for the people who clear the queue.
SCHEDULED JOBS
A cron builder for recurring work, and a run ledger that shows every execution and outcome.
DEDUPLICATION & MERGE
Find likely duplicates, compare side by side, and merge without losing history.
MACROS & WORKFLOWS
One-click macros for repetitive updates, and long-running workflows that resume where they left off.
SENSE CONTROL · THE ADMIN COPILOT

Rules drafted inactive. Activated by you.

Describe the rule. Read the dry-run. Approve. Nothing enforces without you.

Sense Controlacting as Sara Khan · preview-first · audited
Block saving an order when the customer's credit is over limit — warn at 80%.
Drafted as an inactive rule, with a dry-run against a live order:
rule  Credit guard · block at 100% · warn at 80%INACTIVE
dry-run  Order PO-4821 · credit 96%would warn · save allowed
Approve & activateEdit firstActivated. Enforced on every write path.
FEATURE HIGHLIGHTS

Everything in Automation.

Server-enforced business rules
The rule holds on every channel.
Web, API, import, integration or sync — the server enforces it. Not UI sugar.
Rule dry-run tester
See the effect before it is live.
Run a draft rule against a real record and read exactly what would happen.
Approval processes
Sign-off, built into the record.
Multi-step approvals route by amount, role or territory — with a full trail of who approved what.
Approvals console & bulk actions
Clear the queue in minutes.
Approvers see everything waiting in one console and act on many records at once.
Scheduled jobs & cron builder
Recurring work runs itself.
Nightly recalculations, weekly digests, month-end jobs — scheduled with a readable cron builder.
Job run ledger
Every run, on the record.
Each execution logged with outcome and duration. When something did not run, you can prove it.
Deduplication & merge
One customer, one record.
Match rules surface likely duplicates; compare-and-merge keeps the history of both.
Macros
Ten clicks become one.
Bundle routine updates into a single action reps trigger from the record.
Resumable workflows
Long processes keep their place.
Workflow automation spanning days picks up where it left off — across restarts and handoffs.
Field-change triggers
React the moment data moves.
Fire automation when a field crosses a threshold or changes hands — no polling.
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